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Some Of The Most Innovative And Tax-Advantaged Ways To Defer, Reduce And Eliminate Capital Gains & Income Taxes
Written by Matt Chancey on May 20, 2019
If you're looking for access to large diversified portfolios of income-producing commercial real estate and commercial real estate loans while enjoying significant tax benefits, then we have the structure for you. Consider the following benefits and product innovations:
Production innovations include:
  • Reduction & Elimination Of Fees... to preserve more capital for investment.
  •  Full Transparency... by providing quarterly net asset values (NAV's).
  • Sponsor-Provided Financial Support... to help drive overall performance with investor interests
1031 EXCHANGES AND DELAWARE STATUTORY TRUSTS
A tax-advantaged vehicle used to sell existing real estate holdings
A 1031 exchange is a tax planning strategy that allows investors to sell an existing property and defer the payment of capital gains taxes and other transaction-related costs. 

Delaware Statutory Trusts (DSTs) provide a turn-key solution for completing that exchange for individuals who may not have the time, energy or real estate expertise to find and/or manage a replacement property.
OPPORTUNITY ZONE PROGRAMS
A new investment approach yielding major tax incentives
The Tax Cuts and Jobs Act (TCJA) created a new section of the tax code that provides tax incentives for investments in targeted areas of the United States through investment vehicles called Opportunity Funds. 

By investing into an Opportunity Fund, investors can defer and reduce their existing capital gains tax liability from a sale of a prior investment (stocks, bonds, real estate, business, art, etc.) while also eliminating future capital gains tax on returns earned from the Opportunity Fund.
OTHER PRIVATE PLACEMENTS
An opportunity to invest directly in privately held real estate
Private placements allow accredited investors to participate in unique real estate investments not offered to most investors. 

Each deal offers a different risk-return profile and varies in nature between Core, Value-add and Opportunistic commercial real estate investment strategies. In addition, some strategies may include significant tax benefits.
The Deferred Sales Trust (DST)
The DST is a specialized type of installment sale under IRC Section 453, which has a long track record of success, and has withstood scrutiny from both the IRS and FINRA. 

The unique section 453 based structures are utilized to achieve capital gain tax deferral and potentially estate tax relief for clients. 

Successful use of the structure requires a team of experienced professionals whose collaboration is critical to its success. 
For help keeping more of your money and getting the most out of your investment returns, book your free call with our office.
Call: +1 (407) 832-0805 

About Author: Matt Chancey

Matt has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News. 
Work With Matt Chancey
As an award-winning tax strategist, investors and businesses from around the country have hired Matt to work exclusively with them on implementing tax efficient solutions and million-dollar tax savings strategies...
Matt Chancey In The Press
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The Tax Savings Mastermind Starts Soon! Make Sure to Sign Up Today!
Some Of The Most Innovative And Tax-Advantaged Ways To Defer, Reduce And Eliminate Capital Gains & Income Taxes
Written by Matt Chancey on May 20, 2019

About Author: Matt Chancey

Matt has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News. 
IF YOU'RE LOOKING FOR ACCESS TO LARGE DIVERSIFIED PORTFOLIOS OF INCOME-PRODUCING COMMERCIAL REAL ESTATE AND COMMERCIAL REAL ESTATE LOANS WHILE ENJOYING SIGNIFICANT TAX BENEFITS, THEN WE HAVE THE STRUCTURE FOR YOU. CONSIDER THE FOLLOWING BENEFITS AND PRODUCT INNOVATIONS:
  •  Reduction & Elimination Of Fees... to preserve more capital for investment.
  •  Full Transparency... by providing quarterly net asset values (NAV's).
  •  Sponsor-Provided Financial Support... to help drive overall performance with investor interests
1031 EXCHANGES AND DELAWARE STATUTORY TRUSTS
A tax-advantaged vehicle used to sell existing real estate holdings
A 1031 exchange is a tax planning strategy that allows investors to sell an existing property and defer the payment of capital gains taxes and other transaction-related costs. 

Delaware Statutory Trusts (DSTs) provide a turn-key solution for completing that exchange for individuals who may not have the time, energy or real estate expertise to find and/or manage a replacement property.
OPPORTUNITY ZONE PROGRAMS
A new investment approach yielding major tax incentives
The Tax Cuts and Jobs Act (TCJA) created a new section of the tax code that provides tax incentives for investments in targeted areas of the United States through investment vehicles called Opportunity Funds. 

By investing into an Opportunity Fund, investors can defer and reduce their existing capital gains tax liability from a sale of a prior investment (stocks, bonds, real estate, business, art, etc.) while also eliminating future capital gains tax on returns earned from the Opportunity Fund.
OTHER PRIVATE PLACEMENTS
An opportunity to invest directly in privately held real estate
Private placements allow accredited investors to participate in unique real estate investments not offered to most investors. 

Each deal offers a different risk-return profile and varies in nature between Core, Value-add and Opportunistic commercial real estate investment strategies. In addition, some strategies may include significant tax benefits.
The Deferred Sales Trust (DST)
The DST is a specialized type of installment sale under IRC Section 453, which has a long track record of success, and has withstood scrutiny from both the IRS and FINRA. 

The unique section 453 based structures are utilized to achieve capital gain tax deferral and potentially estate tax relief for clients. 

Successful use of the structure requires a team of experienced professionals whose collaboration is critical to its success. 
For help keeping more of your money and getting the most out of your investment returns, book your free call with our office.
Call: +1 (407) 832-0805 
Work With Matt Chancey
As an award-winning tax strategist, investors and businesses from around the country have hired Matt to work exclusively with them on implementing tax efficient solutions and million-dollar tax savings strategies...
Matt Chancey In The Press
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